Senior Financial Planner & Paraplanning Lead
Listed on 2026-10-16
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Finance & Banking
Financial Reporting, Financial Analyst, Senior Financial Analyst, Financial Advisor / Consultant
LPL Financial is seeking a Senior Financial Planner to support multiple advisors and their clients in plan design and analysis. This role requires strong collaboration, technical financial planning knowledge, and the ability to present plans professionally.
Ideal candidates will have a CFP designation in progress or completed, and 5+ years in financial services with experience building and presenting comprehensive plans using eMoney, Money Guide, or Right Capital.
We are currently recruiting a Senior Financial Planner & Paraplanning Lead for our team in Fort Mill, SC, United States.
This posting is for the Senior Financial Planner & Paraplanning Lead role at LPL Financial LLC, based in Fort Mill, SC, United States.
We are looking to fill the Senior Financial Planner & Paraplanning Lead position at LPL Financial LLC in Fort Mill, SC, United States.
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